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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Pathway
- Established Date
- 01-01-1992
- Office Locations
- 1
Office Locations
About Harbor Asset Planning, Inc.
Harbor Asset Planning is a fee-only RIA serving families and small businesses with personal and corporate financial planning. The team reviews existing holdings, builds goal-based investment plans, executes transactions, and provides disciplined ongoing oversight with quarterly portfolio reviews. They emphasize keeping portfolios low cost by monitoring fund fees and charges, and custody client assets at Fidelity/NFS.
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Owner & Executives
ELLEN DEBRA GINSBERG
Chief Compliance Officer, Financial Planner
- CRD
- #5195589
- Ownership
- 50% but less than 75%
SCOTT HOWARD LEABMAN
Consultant, VICE PRESIDENT
- CRD
- #5296025
- Ownership
- 25% but less than 50%
Value optima
Zenith zenith
- CRD
- #59288
- Ownership
- 26.2%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $187,283,095 | $1,891,748 |
| Non-Discretionary | $0 | -- |
| Total | $187,283,095 | $1,891,748 |
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Separately Managed Accounts
Total SMA Asset: $187,283,095
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $846,053,379 | 10.9% |
| Cash | $1,435,962,157 | 18.5% |
| Public Funds | $1,055,626,234 | 13.6% |
| U.S. Government/Agency | $900,387,082 | 11.6% |
| Municipal Bonds | $1,567,915,436 | 20.2% |
| Corporate - Investment Grade | $1,956,013,315 | 25.2% |
| Total | $7,761,957,603 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH FOCUS | CATALYST VALUE | DW0L43N5W | CXIE | 11.04% | $112,556,430 |
| PATHWAY EAGLE | TIMBER RADIAL | J8DLZJPMP | JVT | 2.16% | $23,627,983 |
| DELTA ALPHA | FOCUS ELEMENT | T7SMIQUDW | PCNG | 4.46% | $6,837,376 |
| OPTIMA RADIAL FRONTIER | OPTIMA VALUE | HYWEE6ETA | KZH | 4.50% | $41,939,153 |
| FRONTIER RIDGE | PATHWAY VALUE | GUX4OBS41 | OTZ | 5.50% | $68,085,979 |
| FUSION CATALYST | VERTEX ALPHA | Z8Y60DZD9 | IMHG | 9.35% | $92,845,054 |
| FOCUS MOMENTUM | HARBOR EMBER | NZ3Q05EYH | GNQOQ | 2.75% | $21,530,196 |
| ELEMENT TIMBER | SIGNAL LEGACY | VEHYN5IV6 | ADIG | 8.75% | $85,926,920 |